For every step of your business journey, our per-adviser pricing flexes with you. From emerging to established firms, we give you a clear path to scale – with AI transcription and meeting summaries included in Review and Review Plus, not bolted on.
All prices subject to VAT
| Features | Profiling | Review | Review Plus | Enterprise |
|---|---|---|---|---|
| Core features | ||||
| Client Profiling | ||||
| Digital Questionnaires | ||||
| Fact Find | – | |||
| Client Review | – | |||
| Suitability | – | |||
| Meetings (AI transcripts & summaries) | – | |||
| Fund Research | ||||
| Product & Platform Research | – | |||
| Target Markets | – | |||
| Cash Flow | – | – | ||
| Firm Branding | ||||
| Administrator Tools | – | |||
| Insights (MI) | – | |||
| Integrations | ||||
| Back-office | ||||
| Valuations | – | |||
| Meeting software | – | |||
| Custom API Access | – | – | – | |
| Other Benefits | ||||
| Client Servicing Capacity* | 50 | 130 | 130 | bespoke |
| UK-based email support | ||||
| UK-based telephone support | – | |||
| Support Hub | ||||
| Navigator Learning Pathways | – | – | ||
| Dedicated Account Manager | – | – | – | |
Dynamic Planner includes live transcription and structured meeting summaries as part of your licence – helping firms remove separate AI tools, save money and time on admin and keep advice records compliant.
Additional fees and savings:
* Additional fees will be charged on a per client basis should the agreed Client Servicing Capacity (CSC) be exceeded.
** Bundle pricing available – Tram can be bundled with Review or Review Plus.
Setup fees:
Profiling: no setup fee.
Review & Review Plus: £130 per adviser for small to medium firms, billed with your first direct debit.
Exterprise: A bespoke setup applies for large and enterprise firms
